LPN/LVN Telephonic Patient Services Representative

Posted Yesterday
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Dallas, TX, USA
In-Office
20-36 Hourly
Mid level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Provides telephonic clinical and patient support in a call-center environment. Handles triage, prescription refill requests, test results, referrals, scheduling, care coordination, patient outreach, medical-record updates, and social-needs resources while following clinical protocols. Reviews charts, documents interactions, coordinates with clinics and external providers, and uses EMR, telehealth, and spreadsheet systems. Requires an unrestricted LPN/LVN license, medical-surgical experience, healthcare customer-contact experience, and strong communication and problem-solving skills.
Summary Generated by Built In
Requisition Number: 2391799
WellMed, part of the Optum family of businesses, is seeking a LPN/LVN Telephonic Patient Services Representative to join our team in Dallas, TX. Optum is a clinician-led care organization that is changing the way clinicians work and live.
As a member of the Optum Care Delivery team, you'll be an integral part of our vision to make healthcare better for everyone.
At Optum, you'll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives. We believe you deserve an exceptional career, and will empower you to live your best life at work and at home. Experience the fulfillment of advancing the health of your community with the excitement of contributing new practice ideas and initiatives that could help improve care for millions of patients across the country. Because together, we have the power to make health care better for everyone. Join us and discover how rewarding medicine can be while Caring. Connecting. Growing together.
Working in a call center environment under supervision, this position handles inbound calls from patients, patient representatives, providers and other medical staff. Practicing quality clinical skills and strictly adhering to established protocols, handles patient inquiries and requests. When appropriate, refers medically related inquiries/requests and complaints to clinic staff for intervention and resolution.
Also assists callers with general contacts including, but not limited to, appointment scheduling, general facility and provider information, general requests, medical records requests and issue resolution.
Works collaboratively with clinic staff and other departments to provide an exceptional patient experience.
Position Highlights & Primary Responsibilities:
  • Work effectively in a structured, production environment
  • Adhere to daily schedules and assignments
  • Strictly adheres to established advanced protocols to handle incoming contacts including, but not limited to, prescription refill requests, lab results, x-ray results, medical triage assessments, medical inquiries and referral requests
  • Primarily make outbound calls but occasionally help manage the inbound call queue from patients, patient representatives, providers and other medical staff, while strictly adhering to established protocols and scripting
  • Assists callers with general contacts including, but not limited to, appointment scheduling, general facility and provider information, general requests, medical records requests and issue resolution
  • Verify and update patient information in the clinical information system
  • When appropriate, assigns electronic tasks to clinic staff to intervene with medically related inquiries and requests and to address concerns
  • Contact patients to remind of appointments
  • Contact patients to communicate special outbound call campaign messaging
  • Review patient chart (in EMR) to ensure core measures are being addressed and met per protocol and takes appropriate action when they are not, i.e., schedule services
  • Assist patients with identification of and connectivity to community and program resources to assist with non-medical needs, (Pharmacy assistance programs, meals on wheels, LIS)
  • Document thoroughly all calls and actions taken within core systems
  • Performs all other related duties as assigned
  • Schedule patients for telehealth visits using telehealth platform SecureVideo, Mend and/or MyTeamHealth
  • Schedule patients for curbside events held at doctor's office or WellMed clinic
  • Coordinate services for patients such as tablet drop off
  • Identify patient's clinical need and three way with different external and internal departments to coordinate care for patients (such as pharmacy)
  • Work in EMR system Trucare to coordinate care for patients and input referrals for case management
  • Redirect patients to case management by identifying if there is a clinical need
  • Help arrange and resolve DME equipment issues
  • Social Determinants of Health arrangements and coordination
  • Proficient in excel and using excel spreadsheets to record and track call data

In 2011, WellMed partnered with Optum to provide care to patients across Texas and Florida. WellMed is a network of doctors, specialists and other medical professionals that specialize in providing care for more than 1 million older adults with over 16,000 doctors' offices. At WellMed our focus is simple. We're innovators in preventative health care, striving to change the face of health care for seniors. WellMed has more than 22,000+ primary care physicians, hospitalists, specialists, and advanced practice clinicians who excel in caring for 900,000+ older adults. Together, we're making health care work better for everyone.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
  • Unrestricted LVN/LPN license in applicable states
  • 3+ years of Medical-Surgical experience
  • 2+ years of experience in healthcare environment with direct customer contact
  • Proven ability to respond appropriately to patient questions regarding tests and treatments
  • Proven ability to exercise sound judgment in the handling of complex medical assistant inquiries per protocol
  • Proven ability to work effectively in a fast paced call center environment
  • Proven ability to adhere to daily schedules and duties
  • Proven ability to think critically
  • Proven ability to effectively de-escalate and resolve issues
  • Demonstrated excellent listening skills
  • Demonstrated excellent customer service voice and demeanor
  • Demonstrated excellent telephone etiquette
  • Demonstrated excellent oral and written communication skills
  • Demonstrated excellent problem solving skills
  • Proven excellent demonstration of caring and compassion
  • Demonstrated solid computer experience (data entry, screen navigation, keyboarding)
  • Demonstrated desire to work with the elderly

Preferred Qualifications:
  • Associates Degree in healthcare
  • Medical office experience
  • Demonstrated familiarity with managed care
  • Electronic Medical Record experience
  • Bilingual (English and Spanish)

Physical & Mental Requirements:
  • Ability to sit for extended periods of time
  • Ability to receive and comprehend instructions verbally and/or in writing
  • Ability to use logical reasoning for simple and complex problem solving

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $20 - $36 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

Skills Required

  • Unrestricted LVN/LPN license in applicable states
  • 3+ years of medical-surgical experience
  • 2+ years of experience in a healthcare environment with direct customer contact
  • Ability to respond appropriately to patient questions regarding tests and treatments
  • Sound judgment handling complex medical assistant inquiries according to protocol
  • Ability to work effectively in a fast-paced call-center environment
  • Ability to adhere to daily schedules and assigned duties
  • Critical-thinking ability
  • Issue de-escalation and resolution skills
  • Excellent listening skills
  • Excellent customer-service voice and demeanor
  • Excellent telephone etiquette
  • Excellent oral and written communication skills
  • Excellent problem-solving skills
  • Caring and compassionate approach
  • Solid computer skills, including data entry, screen navigation, and keyboarding
  • Desire to work with elderly patients
  • Associate degree in healthcare
  • Medical office experience
  • Familiarity with managed care
  • Electronic medical record experience
  • Bilingual English and Spanish skills

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Leave & Time Off Breadth — PTO is generally described as decent or good, and many note it as a strong part of the package. Actual ability to take time off can depend on workload and team coverage.
  • Retirement Support — Offerings include a 401(k) with employer match and access to an employee stock purchase plan, which are highlighted as meaningful components of total rewards. These programs are consistently referenced among core benefits.
  • Parental & Family Support — Parental and caregiver leave, along with adoption assistance, are publicly highlighted and viewed as notable elements of the package. Availability can be role-specific, but these supports contribute to overall breadth where offered.

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The Company
HQ: Eden Prairie, MN
160,000 Employees
Year Founded: 2011

What We Do

Optum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.

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Optum Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.

Typical time on-site: Not Specified
HQEden Prairie, MN
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